D'Orazio & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

D'Orazio & Associates’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-141	Closed	-$6K	–	353
2020 Q2	$6K	Hold	141	–	–	﹤0.01%	267
2020 Q1	$6K	Hold	141	–	–	﹤0.01%	248
2019 Q4	$7K	Hold	141	–	–	﹤0.01%	268
2019 Q3	$7K	Hold	141	–	–	﹤0.01%	266
2019 Q2	$7K	Hold	141	–	–	﹤0.01%	265
2019 Q1	$7K	Hold	141	–	–	﹤0.01%	262
2018 Q4	$6K	Hold	141	–	–	﹤0.01%	241
2018 Q3	$7K	Hold	141	–	–	﹤0.01%	227
2018 Q2	$7K	Hold	141	–	–	﹤0.01%	219
2018 Q1	$7K	Hold	141	–	–	﹤0.01%	222
2017 Q4	$7K	Buy	+141	New	+$6.67K	﹤0.01%	248
2017 Q3	–	Sell	-52	Closed	-$2K	–	325
2017 Q2	$2K	Buy	+52	New	+$2.48K	﹤0.01%	306

Other funds holding SHYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

D'Orazio & Associates's SHYG Position: Q3 2020 in Review

D'Orazio & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2020, closing a stake of 141 shares — an estimated $6K sold.

D'Orazio & Associates first reported a position in SHYG in Q2 2017 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 380 funds tracked by Wall St. Rank hold SHYG as of Q3 2020.

D'Orazio & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
D'Orazio & Associates sold 141 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2020, an estimated $6K.
D'Orazio & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 12 quarters.
D'Orazio & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7K in Q4 2019.
380 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2020.

Based on D'Orazio & Associates's 13F filing for Q3 2020, filed 19 Oct 2020.